The Next Generation of Library Automation and Discovery:

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Marshall Breeding Independent Consultant, Author, Speaker Founder and Publisher, Library Technology Guides The Next Generation of Library Automation and Discovery: . Key Issues and Trends. 28 February 2013. - PowerPoint PPT Presentation


Blending evolution with revolution:

The Next Generation of Library Automation and Discovery: Key Issues and Trends

Marshall BreedingIndependent Consultant, Author, SpeakerFounder and Publisher, Library Technology Guides

28 February 2013Iowa ILEAD USA Innovative Librarians conference

AbstractLibraries today face incredible challenges as they face challenges brought on by shifts in their collections to include ever increasing of electronic content, never-ending budget pressures, and rising expectations by their customers for instant access to information. In response to these challenges, libraries demand more effective and efficient automation solutions with requirements for additional features and functionality aligned with these new realities that may not have been present in previous automation products. In the past, libraries could gain adequate automation by choosing the best integrated library system that fit their technical requirements and budget. Now, for better or worse, many choices now exist that represent quite different paths, including decisions regarding open source versus proprietary products, evolutionary ILS versus new-generation library services platforms, online catalogs versus discovery services, locally implemented versus cloud-based deployment. Marshall Breeding will present an overview of the current library automation landscape, highlighting the advantages and concerns presented by this new slate of alternatives.

Library Technology Guides

www.librarytechnology.orgIowa Public Libraries: Automation

Library Journal Automation MarketplacePublished annually in April 1 issueBased on data provided by each vendorFocused primarily on North AmericaContext of global library automation market

LJ Automation MarketplaceAnnual Industry report published in Library Journal:2012: Agents of Change2011: New Frontier: battle intensifies to win hearts, minds and tech dollars2010: New Models, Core Systems2009: Investing in the Future2008: Opportunity out of turmoil 2007: An industry redefined 2006: Reshuffling the deck 2005: Gradual evolution 2004: Migration down, innovation up 2003: The competition heats up 2002: Capturing the migrating customer Appropriate Automation InfrastructureCurrent automation products out of step with current realitiesMajority of library collection funds spent on electronic contentMajority of automation efforts support print activitiesNew discovery solutions help with access to e-contentManagement of e-content continues with inadequate supporting infrastructureKey Context: Libraries in TransitionAcademic Shift from Print > ElectronicE-journal transition largely completeCirculation of print collections slowingE-books now in play (consultation > reading)All libraries:Need better tools for access to complex multi-format collectionsStrong emphasis on digitizing local collectionsDemands for enterprise integration and interoperabilityFundamental technology shiftMainframe computingClient/ServerWeb-based and Cloud Computing ComputingTraditional modelLocally owned and managedShifting from departmental to enterpriseDepartmental servers co-located in central IT data centersIncreasingly virtualized

Cloud ComputingMajor trend in Information TechnologyTerm in the cloud has devolved into marketing hype, but cloud computing in the form of multi-tenant software as a service offers libraries opportunities to break out of individual silos of automation and engage in widely shared cooperative systemsOpportunities for libraries to leverage their combined efforts into large-scale systems with more end-user impact and organizational efficienciesGartner Hype Cycle 2012

Budget AllocationsServer PurchaseServer MaintenanceApplication software licenseData Center overheadEnergy costsFacility costsAnnual SubscriptionMeasured Service?Fixed feesFactorsHostingSoftware LicensesOptional modulesLocal ComputingCloud ComputingLibrary Management in the CloudAlmost all library automation vendors offer some form of cloud-based servicesServer management moves from library to VendorSubscription-based business modelComprehensive annual subscription paymentOffsets local server purchase and maintenanceOffsets some local technology support

Software as a ServiceMulti Tennant SaaS is the modern approachOne copy of the code base serves multiple sitesSoftware functionality delivered entirely through Web interfacesNo workstation clientsUpgrades and fixes deployed universallyUsually in small incrementsData as a serviceSaaS provides opportunity for highly shared data modelsBibliographic knowledgebase: one globally shared copy that serves all librariesDiscovery indexes: article and object-level index for resource discoveryE-resource knowledge bases: shared authoritative repository of e-journal holdings General opportunity to move away from library-by-library metadata management to globally shared workflowsLeveraging the CloudMoving legacy systems to hosted services provides some savings to individual institutions but does not result in dramatic transformationGlobally shared data and metadata models have the potential to achieve new levels of operational efficiencies and more powerful discovery and automation scenarios that improve the position of libraries overall.Transition to Web-scale TechnologiesWeb-scale: a characterization or marketing tag that denotes a comprehensive, highly-scalable, globally shared modelWeb-scale: One of the key characteristics of emerging library management and discovery servicesDisplaces applications or data models targeting individual libraries in isolationDiscovery: index-based search Management: Library Services PlatformsCloud Computing for LibrariesVolume 11 in The Tech SetPublished by Neal-Schuman / ALA TechSourceISBN: 781555707859 ImagePublication Info:

A New Generation of Resource DiscoveryOnline CatalogBooks, Journals, and Media at the Title LevelNot in scope:ArticlesBook ChaptersDigital objectsScope of SearchSearch: Search ResultsILS DataNext-gen Catalogs or Discovery InterfaceSingle search boxQuery toolsDid you meanType-aheadRelevance ranked resultsFaceted navigationEnhanced visual displaysCover artSummaries, reviews,Recommendation servicesBooks, Journals, and Media at the Title LevelOther local and open access contentNot in scope:ArticlesBook ChaptersDigital objectsScope of SearchDiscovery from Local to Web-scaleInitial products focused on interface improvementsAquaBrowser, Endeca, Primo, Encore, VuFind, LIBERO Uno, Civica Sorcer, Axiell ArenaMostly locally-installed softwareCurrent phase is focused on pre-populated indexes that aim to deliver Web-scale discoveryPrimo Central (Ex Libris)Summon (Serials Solutions)WorldCat Local (OCLC)EBSCO Discovery Service (EBSCO)Encore Synergy (no index, though)Discovery Interface search modelSearch: Digital CollectionsProQuestEBSCOhostMLA BibliographyABC-CLIOSearch ResultsReal-time query and responsesILS DataLocal IndexMetaSearch EngineWeb-scale Index-based DiscoverySearch: Digital CollectionsWeb Site ContentInstitutional RepositoriesE-JournalsReference SourcesSearch ResultsPre-built harvesting and indexingConsolidated IndexILS DataAggregated Content packages

(2009- present)Your title is covered up with the ILS data content DISCO instead of Discovery25Public Library Information PortalSearch: Digital CollectionsWeb Site ContentCommunityInformationCustomer-providedcontentReference SourcesSearch ResultsPre-built harvesting and indexingConsolidated IndexLMS DataAggregated Content packagesArchivesUsage-generatedDataCustomerProfile26Discovery Products

Will you distinguish Open Source vs Proprietary?27E-books in LibrariesIntegrating e-Books into Library Automation InfrastructureCurrent approach involves mostly outsourced arrangementsCollections licensed wholesale from single providerHand-off to DRM and delivery systems of providersLoading of MARC records into local catalog with linking mechanismsNo ability to see availability status of e-books from the librarys online catalog or discovery interfaceLegal / Business issuesE-book products generally involve licenses that provide access to titles but may not constitute full ownership of materials.Will libraries need to re-purchase titles if they switch e-book providersLending models mostly adhere to restrictions consistent with print:Only one reader can access each copy licensedDigital copies may need to be repurchased after designated number of uses (Example HarperCollins)No doctrine of first sale: Rights of the library limited by the publishersTechnology IssuesAccess to materials controlled through Digital Rights Management Closed ecosystems that control content through identity management and rights policiesImposes significant overhead on the user experience:Download an install DRM componentsEstablish user credentials in site trusted by DRMWorks only with devices that comply with DRM restrictionsE-Book Challenges for LibrariesWork toward legal framework that preserves the role and value of libraries to provide access to materials without costWork toward business model where libraries can acquire materials at reasonable costsDeliver materials with through a user-friendly experienceIt should be easier to borrow an e-book from a library than purchase one from an online storeChallenges for library automationProvide the same types of management control for e-books as other collection componentAcquisitions: select and acquire materials from multiple providersCataloging: High-quality descriptive metadataElectronic copies appropriately aligned with those in print or other mediaCirculation: Integrated with other media. Option to lend e-reader devicesDiscoveryIntegrated with all other formatsUnified environment for content deliveryNext-Gen Library Catalogs

Marshall BreedingNeal-Schuman PublishersMarch 2010

Volume 1 of The Tech SetCooperation and Resource sharingEfforts on many fronts to cooperate and consolidateMany regional consortia merging (Example: suburban Chicago systems)State-wide or national implementationsSoftware-as-a-service or cloud based implementationsMany libraries share computing infrastructure and data resourcesIllinois Heartland Library ConsortiumLargestConsortiumin US by Number of Members

Strategic CooperationShared infrastructure in support of strategic collaborative relationshipsOpportunities to share infrastructureExamples:2CULOrbis Cascade AllianceOpportunities to reconsider automation implementation strategiesOne library = 1 ILS?Ability to share infrastructure across organizational boundaries?Shared InfrastructureNorthern IrelandSouth Australia Denmark (tender process underway)ChileIceland

New-generation Library ManagementIs the status quo sustainable?ILS for management of (mostly) printDuplicative financial systems between library and campusElectronic Resource Management (non-integrated with ILS)OpenURL Link Resolver w/ knowledge base for access to full-text electronic articlesDigital Collections Management platforms (CONTENTdm, DigiTool, etc.)Institutional Repositories (DSpace, Fedora, etc.)Discovery-layer services for broader access to library collectionsNo effective integration services / interoperability among disconnected systems, non-aligned metadata schemes

Integrated (for print) Library SystemCirculationBIB

Staff Interfaces:Holding / ItemsCircTransactUserVendorPolicies$$$FundsCatalogingAcquisitionsSerialsOnlineCatalogPublic Interfaces:InterfacesBusinessLogicDataStoresLMS / ERM: Fragmented ModelCirculationBIB

Staff Interfaces:Holding / ItemsCircTransactUserVendorPolicies$$$FundsCatalogingAcquisitionsSerialsOnlineCatalogPublic Interfaces:Application Programming Interfaces


Protocols: CORECommon approach for ERMCirculationBIB

Staff Interfaces:Holding / ItemsCircTransactUserVendorPolicies$$$FundsCatalogingAcquisitionsSerialsOnlineCatalogPublic Interfaces:Application Programming Interfaces

BudgetLicense TermsTitles / HoldingsVendors

Access DetailsComprehensive Resource ManagementNo longer sensible to use different software platforms for managing different types of library materialsILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient modelFlexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflowsAcademic Libraries need a new model of library managementNot an Integrated Library System or Library Management SystemThe ILS/LMS was designed to help libraries manage print collectionsGenerally did not evolve to manage electronic collectionsOther library automation products evolved:Electronic Resource Management Systems OpenURL Link Resolvers Digital Library Management Systems -- Institutional RepositoriesLibrary Services PlatformLibrary-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver servicesServicesService oriented architectureExposes Web services and other APIsFacilitates the services libraries offer to their usersPlatformGeneral infrastructure for library automationConsistent with the concept of Platform as a Service Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with dataLibrary Services Platform CharacteristicsHighly Shared data modelsKnowledgebase architectureSome may take hybrid approach to accommodate local data storesDelivered through software as a serviceMulti-tenantUnified workflows across formats and mediaFlexible metadata managementMARC Dublin Core VRA MODS ONIXBibframeNew structures not yet inventedOpen APIs for extensibility and interoperabilityOpen SystemsAchieving openness has risen as the key driver behind library technology strategiesLibraries need to do more with their dataAbility to improve customer experience and operational efficienciesDemand for InteroperabilityOpen source full access to internal program of the applicationOpen APIs expose programmatic interfaces to data and functionalityConsolidated indexUnified Presentation Layer

Search: Digital CollProQuestEBSCOJSTOROther ResourcesNew Library Management Model`API LayerLibrary Services PlatformLearningManagementEnterprise ResourcePlanningStockManagementSelf-Check /Automated ReturnAuthenticationServiceSmart Cad / Payment systemsDiscovery ServiceLibrary Services PlatformsCategoryWorldShare Management ServicesAlmaIntotaSierra Services PlatformKuali OLEResponsible OrganizationOCLC.Ex LibrisSerials SolutionsInnovative Interfaces, IncKuali FoundationKey preceptsGlobal network-level appr...


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